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Client Login
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Connecting You

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ACCESS YOUR ACCOUNT AND DOCUMENTS

At CCMI, we’re dedicated to your success and keeping you informed of the work we perform on your behalf. Our client center allows you to view your investment accounts, documents, and other financial data within a simple, convenient, and secure online experience. As part of our commitment to you, we always protect your confidential information and privacy.

Schwab Alliance
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Access your account information and electronically approve service requests through Charles Schwab.
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Black Diamond
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View your historical and up-to-date investment performance in one secure location.
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Sharefile
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Safely view documents online, such as your quarterly and annual investment reports and tax returns, using your password-protected document vault.
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MY WEALTH PLAN
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Interact with your financial plan and monitor your progress with our interactive portal.
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Who to Contact?

LEAD ADVISORS:

Matt Showley
, CFP® matt@myccmi.com
Brian Matter, CFP® brian@myccmi.com
Owners of CCMI, answering financial planning and investment related questions, guiding the firm’s overall investment strategy and changes to client investments, developing and strengthening client relationships, providing firm leadership, compliance and financial oversight. Helping clients understand and implement CCMI’s recommendations.

ADVISORS:

Kim Benson
, CFP®, CPA kim@myccmi.com
Matt Ryan, CFA, CFP® mryan@myccmi.com
Answering financial planning and investment questions, assisting in client discovery meetings, creating financial plans, helping clients implement recommendations, tax reporting coordinator (Kim), investment research and trading (Matt), and assisting with client service needs.

CLIENT SERVICE:

Sheila Hoopes sheila@myccmi.com
Assisting Advisors with the financial planning process, including data entry, preparing plan scenarios, creating financial plans, helping clients implement recommendations and assisting with client service needs.

Monica Larson
monica@myccmi.com
Coordinating Schwab forms, account applications and transfers, annual investment review correspondence, appointment scheduling and notary services. Primary contact for client service needs.

Abby Baumgartel abby@myccmi.com
Maintaining client records and billing, notary services, assisting with client service needs, scheduling and helping with ShareFile and other account access questions. Primary contact for general office questions.

Hyundai-Rio-Vista-Tower

Creative Capital Management Investments LLC (CCMI)

8880 Rio San Diego Dr Suite 1150
San Diego, California 92108

CCMI is located on the 11th floor of the Hyundai Rio Vista Tower

Phone Icon (619) 298 – 3993
Toll free: (800) 615 – 6666
Fax: (619) 298 – 1967
Email Icon info@myccmi.com
Hours: M-F 8am – 4:30pm